What do they actually do
NOSO LABS makes an AI assistant for HVAC field technicians. It pulls pre‑visit briefs from a contractor’s ERP, identifies equipment from photos or descriptions, searches manuals/specs, suggests troubleshooting steps on site, and auto‑generates visit summaries, proposals, and follow‑ups to homeowners who didn’t buy on the spot (site, App Store). The product is available as a mobile/tablet app and a web dashboard with customer login (site, App Store).
The company publishes case studies from pilots showing measurable revenue lift. In one Southern California pilot they report a 14% sales boost and $58,525 captured in a multi‑week test; a Texas pilot cites $31,508 from four converted deals (case study 1, case study 2). They market primarily to HVAC and plumbing contractors and service teams, and are actively selling via events and industry outreach (site, LinkedIn, PM Mag).
Who are their target customer(s)
- Field technician on service calls: Arrives with limited context, struggles to identify models and find relevant manuals, and needs step‑by‑step guidance to diagnose issues and produce on‑site proposals (site; App Store).
- Small‑business HVAC or plumbing owner/operator: Loses revenue when techs miss upsell opportunities or fail to follow up; needs simple tools to standardize visits and capture deferred sales across a small team (case study; site).
- Service or operations manager at a mid‑sized contractor: Faces uneven technician performance, scattered job histories across systems, and manual follow‑ups that let deals fall through the cracks (site; YC profile).
- Sales technician / estimator: Needs credible, fast proposals and rebate calculations on site; otherwise sales conversations stall and momentum is lost after the visit (site; case study).
- Multi‑location or enterprise operations leader: Wants CRM/ERP integrations and automated workflows to scale pilot gains across locations, but struggles to deploy consistent diagnostic and sales processes company‑wide (site; YC profile).
How would they acquire their first 10, 50, and 100 customers
- First 10: Founder‑led outreach to local HVAC/plumbing owners for hands‑on pilots; personally train a small crew on real jobs and measure lift to produce quotes and one‑page ROI summaries for case studies.
- First 50: Use early case studies for targeted outbound to similar contractors, attend/sponsor regional trade shows for warm leads, and offer referral bonuses. Standardize pilot scope, onboarding, and ROI reporting to shorten sales cycles.
- First 100: Establish channel partnerships with distributors, manufacturer reps, and ERP/dispatch vendors; provide a simple referral/reseller kit. In parallel, hire onboarding/CS staff and ship playbooks and integration templates to support multi‑site rollouts without founder involvement.
What is the rough total addressable market
Top-down context:
The U.S. has about 117k heating and air‑conditioning contractor businesses and roughly 191k plumbing/heating/AC contractors overall, plus an HVAC technician workforce of ~425k in 2024 (IBISWorld, NAICS.com, BLS OOH).
Bottom-up calculation:
If NOSO sells an AI assistant at ~$100/tech/month to the portion of HVAC technicians employed by plumbing/heating/AC contractors (about 70% of 425k) and focuses on service‑oriented roles (assume ~60% of those), that’s ~180k techs and ~$216M ARR TAM for HVAC alone; including plumbing service techs could roughly double this range (BLS OOH, BLS OEWS 2023).
Assumptions:
- Pricing at ~$100 per technician per month; similar per‑seat pricing holds at scale.
- ~60% of HVAC technicians in contractor firms perform service/diagnostic roles that benefit from NOSO.
- Expansion to plumbing yields a comparable number of service tech seats in the same price band.
Who are some of their notable competitors
- ServiceTitan: The leading operating system for home‑service contractors (HVAC, plumbing, electrical). Notable due to deep CRM/ERP features and growing AI/automation that could overlap with sales enablement.
- XOi Technologies: Provides field service knowledge capture, guided workflows, and visual support for technicians—close to NOSO’s in‑field guidance/knowledge use case.
- Bluon: HVAC tech app with equipment databases, manuals, and support; widely used for equipment identification and documentation in the field.
- Housecall Pro: SMB field service management for home services (scheduling, quotes, invoicing). Overlaps on proposals and follow‑ups for smaller contractors.
- BuildOps: Commercial contractor software for HVAC and related trades. Competes at mid‑market/enterprise with workflow, scheduling, and operations features where NOSO may integrate or overlap.